Expense ManagerFor Microsoft Dynamics CRM

Overview

Tie expenses to CRM Leads, Accounts, Contacts, Activities, Projects in ConsultPro. Custom add to any existing or custom
CRM Entity. Collect expenses to Project Specific or General Business Accounting (integrated with Accounts) This Managed Solution is available conveniently as a standalone expense tracking CRM
add-in, a component of MTC's Time and Billing or ConsultPro enterprise solutions, or custom to suite your needs.

ActivityTimer ... See how accurate time tracking and reporting will
improve your CRM operations.

Feature Set

CRM Roles compliance allows control of Users that can "Post" expense

Attachments, attach copied of the
bill or invoice the expense is about

Approval process controlled Role security in management of expense review

General Business Accounting -
to Differentiate Rent, Electricity, Internet, Cleaning crew - All are part of General Business Accounting

User Experiences

Standalone in CRM to
add Expense tracking, approval, and reimburse incurred in your Business to your CRM.

Expenses can be Account/Project Specific or General Business Accounting integrated with
company Accounts

Expense Manager is a component of MTC's "Enterprise" solution series of ala-carte business functions to add to Microsoft Dynamics CRM and is included in MTC"s entry level "Time and Billing" as well as
MTC's high-end "ConsultPro" enterprise Professional Services Management system, and MTC's CRM accounting solution "Dynamics Books".

Licensed to
match number of CRM Users for lowest cost. 1st year CRM-upgrade coverage, feature enhancement, and unlimited installation and configuration support.
Annual support and maintenance renewal at 25%.

Partner NFR program, OEM, and custom development available from MTC to support unique n
eeds

MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com